In this episode of The Money Runner, host David Nelson dives into the economic realities facing the U.S. as the election approaches. With a ballooning federal debt and interest payments projected to skyrocket it's clear the present course in unsustainable. David examines how SpaceX founder Elon Musk might play a role in making Washington more effic…

Money Runner, host David Nelson, CFA, dives into a volatile day in the markets, discussing his experiences with two major stocks: Newmont Mining and Tesla. Hit from both sides being long Newmont and not owning Tesla made for a bad day. "That's the world we live in as an on the line portfolio manager." You have days like this. We all do." David also…

In this episode of The Money Runner, David Nelson explores the latest trends shaping the stock market, including Warren Buffett's surprising moves, rising valuations, and the AI-driven productivity boom. David delves into how one website is revolutionizing workflows for content creators and what it reveals about the broader AI trade. Is AI just get…

David Nelson, CFA, Belpointe Chief Strategist and host of the Money Runner weighs in on the impact of inflation, earnings, and bond volatility. With CPI numbers hotter than expected and a benign PPI report, we explore what it all means for investors. David discusses the Fed's rate dilemma, earnings season kick-off with JP Morgan, BlackRock, and Wel…

In this episode of The Money Runner, David Nelson, CFA breaks down the current market turmoil, asking the key question traders are facing: "Should I stay or should I go?" With geopolitical chaos, surprise jobs data, and a volatile earnings season ahead, investors are caught between risks of staying in the market and missing out on potential gains b…

David Nelson, CFA host of the Money Runner Podcast breaks down the recent market volatility, offering a raw, unscripted analysis of the latest trends. From the S&P 500’s surprising rally to the role of institutional investors. This episode explores the impact of risk on and risk off sector positioning as well as shifting Federal Reserve policies. T…

As the Fed signals imminent rate cuts, major market transformations are on the horizon. In this episode of The Money Runner, David Nelson breaks down expected shifts in the S&P 500, commodities, and small caps. Powell's speech at Jackson Hole changed the market narrative and now investors are piling into a trade that has worked only 2 times in the …

Join David Nelson, CFA host of "The Money Runner" podcast. The episode dives deep into the fascinating interplay between macroeconomic trends and micro-level risks. Discover how artificial intelligence (AI) is not only revolutionizing financial markets but also reshaping industry and the arts. From a remarkable market recovery to AI's transformativ…

In this episode, I explore whether rising interest rates truly curb inflation or inadvertently widen the economic divide between the haves and have-nots. Some are starting to challenge traditional economic theories and ask, "Is it different this time?" The above explores a new concept that is sweeping credit and equity desks. Hope you can tune in. …

Investors are all in on the AI trade. What if it fails to deliver? The US Economy is inextricably linked to the success or failure of artificial intelligence. David Nelson, CFA host of the Money Runner podcast dives deep into the AI trade weighing in on events that could catch investors off sides. How to handle the next correction an more important…

David Nelson, host of the Money Runner Podcast gives his analysis of the post debate market reaction and what will be on trader's minds as we kick off the third quarter. Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, …

Dive into the complexities of managing investor capital in today's dynamic market. David Nelson, a seasoned portfolio manager and host of the Money Runner Podcast shares his insights on navigating the high-stakes world of finance. Market Realities: Understand the pressures and responsibilities of managing money, with a focus on maximizing returns a…

Welcome to "The Money Runner" with your host David Nelson, where we dive deep into the current state of financial markets. In today's episode, we explore the recent surge to all-time highs by the S&P 500 and Nasdaq, and discuss the implications for investors, advisors, and portfolio managers. We'll examine the market's quick recovery from April's l…

The Money Runner" podcast, hosted by David Nelson, offers a no-nonsense approach to finance and investing. Shunning the complicated jargon of Wall Street, Nelson advocates for straightforward strategies. Throughout the episodes, he provides insights based on his extensive 25-year experience, tackling topics such as market timing, corporate finance …

The Money Runner hosted by David Nelson dives deep into the heated debate between index funds and active management. There's a "perfect storm" brewing on the horizon. Ai, the Fed and Apple are colliding creating an opportunity too good to pass up. 00:00 Index Funds vs Active Management 00:33 Change is the True Constant 00:55 The Perfect Storm 01:36…

Uncover the Truth Behind the Bull Run: Dive into the frenzy driving today's stock market highs and discover if your investments are at risk. Decode Nvidia's Earnings: Get an inside look at Nvidia's much-anticipated earnings report and what it means for the future of AI and your portfolio. Learn from History's Investment Lessons: Explore how past ma…

Join David Nelson, CFA for a very special episode of the Money Runner podcast. This is a deep dive into markets and tech stock valuations. Plus 3 things that could end the current love affair with technology shares. Expert Analysis on Tech Stock Valuations: Explore the fascinating world of tech stocks, including companies like Nvidia and Apple, and…

Uncover Investment Insights for 2024 with Hedge Fund rocks star Dan Niles on The Money Runner! Join David Nelson as he delves into the crucial investment questions of "What's working, what didn't, and what's next' with Dan Niles founder & senior portfolio manager for the Satori Fund. This in-depth discussion offers valuable perspectives on 2023 and…

Join David Nelson, CFA host of the Money Runner Podcast for an exclusive interview with a tech luminary who navigated the high-stakes world of Silicon Valley, shaping the very internet we use today. From early days at eBay to pivotal roles at Google, Jeff Huber unveils the transformative power of data and the inside story of a leader at one of the …

In episode 2 of The Money Runner interview with Tech visionary Jeff Huber David and Jeff discuss the rising concern over biased or inaccurate output from some large language models. Concerns Over AI Bias and Security Risks: The conversation highlights that 79% of senior IT leaders have concerns about potential security risks in AI technologies, and…

Welcome to "The Money Runner," hosted by David Nelson. In this episode, we delve deep into the ever-changing investment landscape. Change is the only Constant: Discover why adaptability is your most valuable asset Investor Sentiment and the VIX: The VIX is at lows showing investor complacency is high AI Revolution in Investing: Like the title says,…

Join us in an eye-opening episode of The Money Runner, where host David Nelson sits down with Jeff Huber, an influential pioneer in the tech industry, to discuss the rapidly evolving world of Artificial Intelligence (AI). Jeff is the co-founder of Triatomic Capital, a former senior vice president at Google, the founding CEO at Grail and sits on the…

David recaps the Fed decision day. "I'm sitting in front of my Bloomberg screen digesting all we learned today on the heels of one of the more important Fed meetings of the year. Let me know what you think. If you think I got it wrong shout it out. Best, David Nelson, CFA aka The Money Runner.Oleh David Nelson, CFA

Join David Nelson on The Money Runner as he delves into the dynamic world of commodities trading with seasoned expert Carley Garner of DeCarley Trading. In this insightful interview, Carley reveals the nuances of trading commodities versus the stock market, shares her groundbreaking call on the S&P 500, and discusses the intricacies of futures trad…

The rise of Javier Milei in his quest to become Argentinia's next president parallels the election cycle playing out here in the United States. People are fed up with the current political parties desperately looking for an alternative to the status quo.Oleh David Nelson, CFA

Big Tech's Market Influence Walmart's Earnings Report as an economic indicator Small Cap Stocks - Is this the beginning of a sustained rally Fed - Can they pull off a soft landing When the Fed will cut David Nelson host of the Money Runner dives into last week's data. What worked? What didn't? and What's next. David also shares his report card. Do …

Dive into the intricate world of financial markets with this week’s episode of ‘The Money Runner’ hosted by David Nelson. This week’s special guest is Michael Gayed, author of the popular @leadlagreport Whether you’re an advisor, investor, or simply curious about the financial markets, Michael has a wealth of knowledge and observations to share. Da…

On the heels of a dovish Fed meeting and weaker than expected jobs report Wall Street Sharks smell a rate cut coming. They aren't wrong. Here's why.Oleh David Nelson, CFA

From fear of missing out to fear of losing it all. Investor emotions have been taken on a roller coaster ride. David decodes the recent market action and goes right to the heart of what is forcing traders to the sidelines 00:00 Rough Week 01:05 Houston We Have a Problem 02:02 Living below the 200-day moving avg 02:46 Surrounded 03:19 Geopolitical T…

Investors have weapons to battle the market chaos. It's time to gear up, fight back and use them. Here is my favorite plus another A.I. investment. This one will surprise you. 00:00 Surrounded 01:38 Not my first rodeo 02:30 Financial Weapons 03:54 Do the math 04:21 Opportunity 05:06 The promise of A.I. 05:34 Bigger than the internet 06:15 Parker 08…

The first step to solving a problem is admitting you have one. The United States is addicted to debt. The elephant in the room is still the same elephant we've been dealing with since last year only bigger. With debts and deficits rising these are the steps we need to take to avoid a full blown financial crisis. 00:00 Threat to the U.S. Financial S…

GM CEO Mary Barra says 92% of her $29 Million pay package is performance based. Really? She became CEO in 2014. The stock has gone no where and debt has more than doubled. The UAW which has launched a strike against the big three point to her 34% pay bump as justification for their demands. 00:00 Pay for performance 00:25 Mary Barra GM CEO 01:08 UA…

With U.S. debts and deficits rising at an unsustainable pace, eventually someone is going to stand up and shout out, "The Emperor has no clothes!" David Nelson dives deep into a crisis that has been building for years. Even G20 members are joining BRICS+ not to mention that 5 of the top 10 world oil producers are members as well. 0:00 Market Wall o…

We've been reading the maps all wrong. The storm isn't behind us, it's dead ahead. David walks you through the math on why the U.S. is on a path to recession and that there is little we can do to stop it. 00:00 The Yellow Brick Road 01:03 Inverted Yield Curve 03:37 When the recession hits 04:54 Time to get "Real" 05:52 Back to the charts…

David Nelson, host of The Money Runner explains why July 6th turned the market on its head and reveals his playbook on how to weather the coming storm in equity and fixed income markets. 00:00 Fear & Greed 00:52 I believe in technology 02:46 Data 04:15 Battle between Growth & Value 06:44 Sector Performance 08:11 Markets pain 08:54 The Trigger 09:25…

The Money Runner takes you through a pretty dramatic week. A downgrade of U.S. Debt, Blow out numbers from Amazon, Goldilocks Job Numbers and a disappointing earnings report from America's favorite company. 00:00 Relfelection 00:57 Have a plan 02:20 This is where to look 04:24 Senator Joe Manchin 04:55 11 other countries with a better rating 05:43 …

Stocks are in the Red Zone on a path to all-time highs but as we learned last week every bull market has an Achilles Heel. If valuation was the only thing that mattered Apple (AAPL) would be trading at 100 instead of waltzing into earnings close to 200. 00:00 Stocks in the Red Zone 01:01 Achilles Heel 02:30 Hedge Funds go short 04:18 Bank of Japan …

In this week's market minute David takes you through what to expect from Alphabet, Microsoft and Meta earnings this week. How big a focus will A.I. be and more importantly for Alphabet and Meta, what is the health of the ad market on the heels of weak reports from OMC and IPG last week. 00:00 GOOGL, MSFT and META to report 01:02 Traders, hedge fund…

You've missed the bull market and you're asking yourself what do I do now? David Nelson, host of The Money Runner discusses 3 narratives driving market action and shares a strategy that could repair your portfolio and retirement with a big margin of safety. 00:00 You missed the bull market 00:37 There's no shame 01:27 The Bear Case 04:05 The Bull C…

Power corrupts. Absolute power corrupts absolutely. China and the U.S. are on a collision course. Steps the United States must take maintain its leadership in the free world. The war over semiconductors is the tip of the iceberg. 00:00 The Battle 00:30 Export Controls 01:15 Bending over backwards 01:47 I'm just getting started 02:32 We don't live i…

The coup may be over but is this just the beginning of a wider struggle inside Russia? David takes you through the events of the weekend. Questions that have to be asked and answered: What's actually taking place on the ground? Why turned Putin's closest ally into a threat? Why did the Wagner Group back down? Is U.S. leadership up to the task of na…

So is this a Bull or Bear Market? If you do the math you're going to get the surprise of a lifetime. Nvidia doesn't even make the top 10 of investments this year. 00:00 The narrative for 2023 00:59 The media only cares about clicks 01:25 5% yields 01:38 S&P 500 vs S&P 500 Equal Wt 02:06 Banking Crisis 02:55 Do the Math 03:30 1597 04:05 Artificial I…

If you have a dream or passion to succeed there is only one answer. The entrepreneur, the athlete, actor, scientist or just a kid with a dream who doesn't go all-in won't realize their potential and will forever question their decision to play it safe. Stocks - The market has a habit of turning heroes to zeros in a New York minute. 00:00 When to go…

With $Trillions on the sidelines the recent market surge begs the question is the bull market for real? Two rules to follow in judging if you're thinking about rotating into small caps and deep cyclical stocks. 00:00 Debt Ceiling Crisis Resolved 00:37 Friday's Surge 00:49 Sector Leadership 01:19 Statistical Gap 01:47 What will force a rotation 02:1…

President Biden and Speaker McCarthy have announced a Debt Ceiling Deal. Of course, there is no deal until they can sell it to wary house members on both sides of the aisle. While it keeps the U.S. solvent it is a short term fix to a long term problem. 00:00 Debt Deal 01:07 The Price Tag 01:40 Criticism from both sides 02:43 Short Term Fix 03:09 Re…

To some he is the patron saint of invention and freedom and to others the devil incarnate. Here's my story on how Elon saved my Twitter identity. Who knew what was going to come next...Oleh David Nelson, CFA

Batman Powell and the Fed need to take a step back and look at the big picture. The idea that the Fed can hit their target of 2% inflation without causing a train wreck is fantasy. The Fed can't go into superhero mode every time the Bat Signal goes up. They've already broken a few banks and if they keep heading down this path will break something b…

Politicians have been hearing that for the last 50 years. Touch the third rail of politics, Social Security and your political future ends quickly. This is the Mount Everest of political debates. We all need to touch the third rail in fact I want you to grab it with both hands. 00:00 Touch it 01:06 It's the law 01:51 Trump and Biden agree 02:47 Inc…

The March non-farm payrolls could push the Fed to make a mistake. My take on the market is going to raise some eyebrows. Is it a Mirage. In 6 months from now we'll know if I'm drinking water or sand. 00:00 The Spin 00:18 Good News Bad News 01:24 236,000 02:07 Challenges 02:38 Market Crash? 02:54 Rolling Recession 03:11 Market Mirage 03:23 Jay is te…

The President a comedian and an Ex President meet to discuss markets and the path forward. The answers are scarier than the questions. 00:00 Jerry what's the deal with the market 00:35 Round Trip 01:18 President Biden - Choices 02:49 Jerry - Investors piling into stocks 03:18 Valuations 03:35 Mega Cap Stocks 04:06 Does it make sense? 04:39 Donald -…